LMT icon

Lockheed Martin
LMT

Overview Fund Activity

1,739 hedge funds and large institutions have $74.4B invested in Lockheed Martin in 2020 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 720 increasing their positions, 692 reducing their positions, and 185 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,739
Holders Change
-77
Holders Change %
-4.24%
% of All Funds
38.41%
Holding in Top 10
73
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.82%
% of All Funds
1.61%
New
130
Increased
720
Reduced
692
Closed
185
Calls
$839M
Puts
$806M
Net Calls
+$32.9M
Net Calls Change
+$86.3M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$1.15B
2
Vanguard Group
Vanguard Group
Pennsylvania
$7.88B
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$348M
4
Victory Capital Management
Victory Capital Management
Texas
$219M
5
Citadel Advisors
Citadel Advisors
Florida
$99M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.18B
2
JFA
Johanson Financial Advisors
California
$1.29M
3
CSIA
Charles Schwab Investment Advisory
California
$0
4
State Street
State Street
Massachusetts
$14.3B
5
Goldman Sachs
Goldman Sachs
New York
$382M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHWM
1851
Smith & Howard Wealth Management
Georgia
– -$225K -579 Closed
BFA
1852
Bragg Financial Advisors
North Carolina
– -$225K -579 Closed
OAM
1853
Oak Asset Management
California
– -$225K -578 Closed
WCAMG
1854
Woodard & Company Asset Management Group
North Carolina
– -$225K -578 Closed
CRCM
1855
Corbett Road Capital Management
Virginia
– -$225K -578 Closed
CPA
1856
Court Place Advisors
Maryland
– -$223K -573 Closed
SFC
1857
SYM Financial Corp
Indiana
– -$223K -573 Closed
RM
1858
Resource Management
Louisiana
– -$221K -567 Closed
ABTD
1859
Arvest Bank Trust Division
Oklahoma
– -$221K -567 Closed
VCM
1860
Virtue Capital Management
Tennessee
– -$220K -564 Closed
LHC
1861
Little House Capital
Massachusetts
– -$218K -561 Closed
CB
1862
Cadence Bank
Mississippi
– -$218K -559 Closed
CFW
1863
CA Family Wealth
California
– -$217K -557 Closed
PCMC
1864
Private Capital Management (Colorado)
Colorado
– -$216K -555 Closed
WMA
1865
Wealth Management Associates
New Jersey
– -$215K -553 Closed
MAA
1866
Mraz Amerine & Associates
California
– -$215K -552 Closed
ISL
1867
Ingalls & Snyder LLC
New York
– -$215K -551 Closed
WPW
1868
Waldron Private Wealth
Pennsylvania
– -$213K -548 Closed
HCM
1869
Hilton Capital Management
New York
– -$213K -546 Closed
EWM
1870
Evermay Wealth Management
Virginia
– -$212K -544 Closed
VWA
1871
Visionary Wealth Advisors
Illinois
– -$211K -543 Closed
SCM
1872
Southport Capital Management
Tennessee
– -$211K -541 Closed
WCM
1873
Whitener Capital Management
North Carolina
– -$210K -540 Closed
FP
1874
Foundry Partners
Minnesota
– -$210K -539 Closed
MBTD
1875
Mechanics Bank - Trust Department
California
– -$210K -539 Closed
73 74
75
76 77